Svb Wealth LLC Spdr Nuveen Bloomberg Municipa Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$51.57 - $52.51 $3,558 - $3,623	-69 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$51.61 - $52.39 $3,561 - $3,614	69 New	69 $3,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.